Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1244 of 2648

Documents - External links

In the documents page it should be possible to display the URL when an external link has been added. This should allow the user to access the external URL.At the moment the user has to click on the document description and then click on the globe ...
Guest over 2 years ago in CRM App 0

Data importer errors more user friendly

Would be nice if in general the data import errors were more user friendly. Eg. error as it couldn't find Company type - would be good if it included a link to where these are configured. A warning would be nice to say that spelling has to be exac...
Guest over 2 years ago in CRM App 0

Make data import error for blank space more obvious

Currently, the data importer will throw an error if there is a space at the end of the value. Eg. when assigning to an account manager it will error if there is a space at the end of the name. Would be good if this can either not error or let you ...
Guest over 2 years ago in CRM App 0

Show contacts when changing parent

Perhaps a list of contacts from the company the record is currently under would speed up the change parent process. I would take a guess at most of the time the change parent is used to move from contact to contact under the same company
Guest over 2 years ago in CRM App 0

Show the company type colour on Parent selector

See attached screenshot. One of these records are a customer and the other a supplier. Adding the company type colour would be a simple solution to this happening and avoid confusion.
Guest over 2 years ago in CRM App 0

Show National Bank Holidays on Calendar when setting tasks

A customer would find it useful to see if they are setting a task for a national bank holiday.
Guest over 2 years ago in CRM App 0

New business contact - search Google

When creating a new business contact we search LinkedIn, Twitter and Facebook. Google for business also has a lot of relevant information. It would be good if Prospect CRM is also able to search Google and populate information such as URL, phone n...
Guest over 2 years ago in CRM App 0

Specify Telephone number format

Currently the telephone number field in the CRM is a text fiel. It has been suggested that a specific configurable format be implemented for better reporting, easyer understanding etc of telephone numbers. So a specific format such as: XXXXX XXXXX...
Guest over 2 years ago in CRM App 1

Month to Month & Day to Day Comparison Report

The agility to compare more succinct timelines of sales transaction, then just year to year, in the reports system.
Guest over 2 years ago in CRM App 0

Tick box to save price as fixed special price

A customer who is using the Prospect CRM Special Pricing feature, would like the option to save a product price from a sales order or quotation as a special price for that customer. E.g. on the sales order you change the price of the product to £5...
Guest over 2 years ago in CRM App 0